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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,545 | $157,296-79.9% | $141,191-77.7% | $152,897-79.4% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.5%-25.3pp |
| Annual return | 21.06% | 64.34%-43.3pp | 71.41%-50.3pp | 345.43%-324.4pp |
| Employer contribution / active EE | $2,246 | $5,262-57.3% | $4,736-52.6% | $4,764-52.9% |
| Participant deferral / active EE | $4,718 | $7,111-33.7% | $6,710-29.7% | $5,851-19.4% |
| Admin fee / account holder | $5,500 | $12,125-54.6% | $10,264-46.4% | $11,599-52.6% |